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AM

Alicia M. Martinez

DIFI ADVISORY
SALEM, OR
Some features on this profile are disabled
CRD#: 6109911
AM
Alicia M MartinezDIFI ADVISORY

Professional summary

Alicia M Martinez, who also goes by Alicia M Itzaina, Alicia Itzaina, Alicia Marie Martinez, Alicia Marie Martinez, is a registered financial advisor currently at DIFI ADVISORY located in Salem, Oregon.

Alicia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Alicia has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Alicia M Itzaina | Alicia Itzaina | Alicia Marie Martinez | Alicia Marie Martinez

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
IIC Capital/ Purpose Driven Capital - Effective December 5, 2025, DiFi Advisory has an agreement with Purpose Driven Capital under which we receive a flat $2,000 fee for each qualified introduction we make to Purpose Driven Capital or a fund it sponsors/advises. The fee is paid by Purpose Driven Capital (or an affiliate) and is earned upon a qualifying introductory meeting and is not contingent on whether any prospect invests. This creates a conflict of interest because we have a financial incentive to introduce Purpose Driven Capital. We mitigate this conflict by recommending any Purpose Driven Capital fund only when we reasonably believe it is in the client’s best interest, providing advance written disclosure, and considering reasonably available alternatives. National Center for Victims of Crime - non investment-related, 7400 Buchanan Street Hyattsville, MD 20784, national resource center for victims of crimes, on-call victim advocate support, 11/12/24, approx. 1-10 hours per month, 1-3 hours per month, answer calls, texts, and chats to provide resources to victims of crimes nationally.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alicia M Martinez's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 18, 2022 - Present

DIFI ADVISORY

RIA
CRD#: 316756
SALEM, OR
Past

March 13, 2020 - August 30, 2021

CAPSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 287670
SALEM, OR
Past

April 13, 2018 - March 6, 2020

MORGAN STANLEY

RIA
CRD#: 149777
SALEM, OR
Past

March 26, 2018 - March 6, 2020

MORGAN STANLEY

BD
CRD#: 149777
SALEM, OR
Past

June 9, 2017 - February 2, 2018

WADDELL & REED

BD
CRD#: 866
SALEM, OR
Past

October 1, 2012 - May 25, 2017

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
SALEM, OR
Past

September 18, 2012 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
SALEM, OR

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oregon
(2/18/2022)

Exams

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 4/13/2018
Uniform Combined State Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 9/25/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 3/26/2018
General Securities Representative Examination
General Industry/Product Exam
PR
Series 6
Status Unavailable
Passed: 9/17/2012
Investment Company Products/Variable Contracts Representative Examination

Current Firm

DA
DIFI ADVISORY
DIFI ADVISORY | DIVERGENT FINANCIAL ADVISORY SERVICES LLC

CRD#: 316756 / SEC#:

Oregon
Registered Investment Advisory firm - (2/18/2022 Approved)
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Contact information

Main Address
Salem, OR
Mailing Address
Phone number
(503) 559-3237
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts31
AUM (Assets Under Management)$ 2,800,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DIFI ADVISORY

CRD#: 316756Salem, OR

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